The Advisory Group Of San Francisco, LLC

The Advisory Group Of San Francisco, LLC (CRD# 108110) is a financial advisory firm headquartered in San Francisco, CA. They manage $730,001,057 in 416 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    730
    MILLION
  • Total Number of Accounts
    416
    ACCOUNTS
  • Average Account Value
    $1,754,810
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, MA, MD, NH, NV, NY, OR, TX, WA

Financial Advisors at The Advisory Group Of San Francisco, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Ryan S. Chavez
CRD#: 6078872
44 Montgomery St. Suite 300, San Francisco, CA 94104

Ryan Chavez (CRD# 6078872) is an Investment Advisor Representative working at The Advisory Group Of San Francisco, LLC in San Francisco, CA and has over 8 years of experience in the finance industry. Ryan Chavez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Gregory H. Patterson
CRD#: 4484846
44 Montgomery St. Suite 300, San Francisco, CA 94104

Gregory Patterson (CRD# 4484846) is an Investment Advisor Representative working at The Advisory Group Of San Francisco, LLC in San Francisco, CA and has over 22 years of experience in the finance industry.

3
Roger B. Patterson
CRD#: 357986
44 Montgomery Street, Suite 2410, San Francisco, CA 94104

Roger Patterson (CRD# 357986) is an Investment Advisor Representative working at The Advisory Group Of San Francisco, LLC in San Francisco, CA and has 1 year of experience in the finance industry.

4
Tanya E. Rapacz
CRD#: 4795967
Ellicott City, MD

Tanya Rapacz (CRD# 4795967) is an Investment Advisor Representative working at The Advisory Group Of San Francisco, LLC in Ellicott City, MD and has 1 year of experience in the finance industry. Tanya Rapacz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Lisette C. Smith
CRD#: 1665492
44 Montgomery St. Suite 300, San Francisco, CA 94104

Lisette Smith (CRD# 1665492) is an Investment Advisor Representative working at The Advisory Group Of San Francisco, LLC in San Francisco, CA and has 1 year of experience in the finance industry. Lisette Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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